Beaird Harris Wealth Management’s BlackRock Health Sciences Trust BME Stock Holding History

Beaird Harris Wealth Management’s Portfolio BME Stock Details BME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,000	Closed	-$182K	–	731
2025 Q2	$182K	Buy	+5,000	New	+$181K	0.01%	135

Other funds holding BME

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beaird Harris Wealth Management's BME Position: Q3 2025 in Review

Beaird Harris Wealth Management sold out of BlackRock Health Sciences Trust (BME) in Q3 2025, closing a stake of 5,000 shares — an estimated $182K sold.

Beaird Harris Wealth Management first reported a position in BME in Q2 2025 and held it in 1 quarter. The position peaked at $182K in Q2 2025. 76 funds tracked by Wall St. Rank hold BME as of Q3 2025.

Beaird Harris Wealth Management reported no remaining BlackRock Health Sciences Trust position as of Q3 2025 after selling out during the quarter.
Beaird Harris Wealth Management sold 5,000 BlackRock Health Sciences Trust shares in Q3 2025, an estimated $182K.
Beaird Harris Wealth Management first reported a position in BlackRock Health Sciences Trust in Q2 2025 and held it in 1 quarter.
Beaird Harris Wealth Management's BlackRock Health Sciences Trust position peaked at $182K in Q2 2025.
76 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q3 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.